LS Power
4 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 12, 2026 by Paul Siegel · said 3 times in 1 episodes since 2026 · across every show →
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2026 3 mentions in 1 episode
Everything said about LS Power, oldest first
Feb 12, 2026
Siegel: LS Power upgrades existing gas turbines for faster capacity additions
“We're working on the conversion of some of our combustion turbines to combined cycle power plants that can be done more quickly than building something that's completely de novo.
We have a project where we can swap out combustion turbine blades and get dramati…”
Feb 12, 2026
Siegel: PJM capacity prices surged from $30 to over $300 per megawatt-day
“When we rewind back just a couple of years, we had capacity clears that were going off between 30 and 50 dollars per megawatt day, and that compares to a little bit over 300 dollars a megawatt day in the more recent clears and subject to the cap in the capacit…”
Feb 12, 2026 neutral
Feb 12, 2026
Siegel: Delivering large-scale gas generation takes four to five years
“And our planning horizons when it comes to large-scale gas-fire generation aren't measured in months. Today, I would say they're really measured over the course of four to five years between the realization that there's a need and all of the activities that ar…”